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Build Your Own Custom Checklists

Updated over 2 weeks ago

Customizing your checklist allows you to tailor it to your specific inspection needs, ensuring you capture all the relevant details for each job. Whether you're inspecting a site, equipment, or process, a personalized checklist helps streamline the process and improve accuracy.

How to Get Started:

  1. Download the Spreadsheet at the bottom of this article.

  2. Customize the Fields: Adjust the categories and items to match your inspection requirements.

  3. Save and Use: Once your checklist is customized, save it and use it during your inspections.

With a custom checklist, you can ensure every inspection is thorough and meets your unique standards.


⚠️ Important: This guide applies only to the Inspections App in Safety Reports. The steps and features described do not apply to other apps, including:

Forms App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Training App.


Custom Checklist Template Download:

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